Organizing Questions into Tabs and Groups

With NetSuite CPQ Configurator, you can use tabs and groups to organize questions related to the same topic in a single place and guide users in the configuration process. Tabs create separate panes for questions. Groups organize questions into sections within each tab. You can create as many groups as required for each tab.

Tabs and groups have an internal name and a label for the product interface. You can format the label by changing the font, size, or making the text bold, italic, or underlined.

The sequence number determines the order in which tabs and groups are displayed on the product interface. Tabs and groups with a lower sequence number are displayed first. You can use negative or positive numbers. For example, -2 or 5.

You can hide tabs and groups on the product interface using rules. Hiding tabs or groups prevents users from viewing questions and answers for features or options that aren't available. To write a rule, enter question and answer codes separated by the forward slash character. For example, A/1. Use operators to combine multiple question and answer sets. For example, A/1&B/2. For more information, see Activating or Hiding Building Blocks with Rules.

To assign a question to a specific tab or group, select the tab or the group in the Tab/Group field on the question record. In this field, groups are displayed as Tab Name/Group Name. For more information about questions, see Working with Questions. If you want to use a tab in a rule field, enter the predefined answer SOLE/TAB[="TAB_CODE"]. For more information about predefined answers, see Including Additional Conditions in Rules and Actions with Predefined Answers.

Note:

Assign at least one question to each tab or group to make them visible on the product interface.

For more information about tabs and groups, see Creating Tabs and Creating Groups.

You can change the look and feel of all tabs and groups for a product. For more information, see Changing Label and Header Colors for Questions, Tabs, and Groups.

Additionally, you can copy tabs and groups, and delete them when they are no longer needed. For more information, see Working with Product Building Blocks.

Creating Tabs

By organizing questions into tabs, you can help users go through the different steps of the configuration process and focus on one step at a time.

When working with popup table answers (formerly called picklists), you can add tabs to the popup window on the product interface. If you add tabs on the popup table window, the table is displayed under the General tab by default.

To create a tab:

In NetSuite, go to CPQ > Configurator > Product Maintenance.
Click Edit next to the product you want to modify.
On the Tabs subtab, click New CPQC Tab.
Enter a descriptive name for the tab.

This name is used for internal reference and isn't visible to users.
In the Code field, enter a unique identifier for this tab.

The code can contain only uppercase letters, numbers, and underscore characters. You can enter a shortened version of the name as the code.
Provide a sequence number to determine the order in which the tab is displayed on the product interface. Tabs with a lower sequence number are displayed before those with a higher number.
In the Label field, enter the text that is displayed on the product interface for this tab.
In the Hide Rule field, provide the question and answer combination that determines whether the tab should be hidden on the product interface.
To add the tab to a popup table window, select the popup table answer where you want to add a tab in the Add to popup table field.
Click Save.

Creating Groups

By dividing questions into groups within tabs, you can guide users through each substep of the configuration process. You can also collapse groups to save space on the product interface and help users focus on the most relevant questions at each substep.

To create a group:

In NetSuite, go to CPQ > Configurator > Product Maintenance.
Click Edit next to the product you want to modify.
On the Tabs subtab, click the tab name where you want to create a group.
On the Groups subtab, click New CPQC Group.
Enter a descriptive name for the group.

This name is used for internal reference only and isn't visible on the product interface.
In the Code field, enter a unique identifier for this group.

You can enter a shortened version of the name as the code. The code can contain only uppercase letters, numbers, and underscore characters.
Provide a sequence number to determine the order in which the group appears on the product interface.

Groups with a lower sequence number are displayed higher within the tab.
In the Label field, enter the text displayed on the product interface for this group.
In the UI Columns field, enter a number between 1 and 12 to determine how many columns the group can occupy on the product interface.
In the Hide Rule field, provide the question and answer combination that determines whether the group is hidden on the product interface.
The group header and borders are displayed by default. If you don't want to display them, clear the Show group box box.
To collapse a group, two options are available:
- To let users collapse the group on the interface, check the Allow collapsing box.
- To display the group as collapsed and let users expand it on the interface, check the Collapsed by default box.
Click Save.

Creating Tabs

To create a tab:

Creating Groups

To create a group:

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